Thursday, July 28, 2016

Taking minutes using Google Docs and Approval Workflows (Autocrat & FormMule)

This was based on a session by Henry Thiele at the Great Plains Google Summit.  His information was found here: https://goo.gl/rGGFBn and titled "Google Apps for School Admins". Here are the takeaways:

Minutes from Meetings: You should run meeting for an entire year from a single google doc. This document would contain a table of contents at the top that lists the dates of the meetings.
The team is now managing agenda. You aren't. Prep agenda. Email collaborators and have them update it. Send a week ahead. Make sure to send copy to yourself. Can grab text out of table of contents and email it out to the group. That includes the links.

Example:
July 1
Last meeting tasks (put table) put in heading two

Old Business
New Business
Tasks

[Return to Top] link at the end of each meeting.


Emails: You be only one paragraph with list of links to information. Need to think about this since my emails are usually pretty long! Good idea for newsletters that go out.  This way if something changes, you just change the information in the link.  Add new information at the top.

Building Approval Workflows taken from https://goo.gl/mjGuA1  This was example of a teacher who wanted to put in Absence Request using a form, it would automatically get sent to the supervisor, with prefilled field, and the supervisor could approve or reject.

Steps and Resources
Resources and examples will be added during the demonstration

Step 1:

Create your Google Form for requests and associated spreadsheet (first name, last name, email address, supervisor email, date requested off) Absence Request Form

Step 2:

Step 3:

Get pre-populated URL from Approval Form

Step 4:

Use Autocrat (Documents) or FormMule (email) to send out pre-populated approval form link


Step 5:


Use Autocrat (Documents) or FormMule (email) to send out confirmation of approval

More about the two add-ons:

https://www.youtube.com/watch?v=zOOb7YxVNKI

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